Fulcrum Partners Makes Donations to Two Jacksonville-Based Nonprofit Organizations

Fulcrum Partners Fulcrum Partners Giving

PONTE VEDRA BEACH, FL — (Aug 28 2019) The Ponte Vedra Beach, Florida office of Fulcrum Partners is supporting the efforts of two nonprofit organizations, both based in the Jacksonville area. As one of the largest privately held executive benefits consultancies in the US, Fulcrum Partners has 13 nationwide offices, where their managing directors are each committed to local, national …

Phil Currie Presenting at PlanAdviser

Phil Currie Will Present at PLANADVISER National Conference in September

Fulcrum Partners Fulcrum Partners NEWS

Look for Fulcrum Partners’ Phil Currie as a featured speaker at next month’s PLANADVISER National Conference. Phil, who heads the Fulcrum Partners offices in Newport Beach, California and in Salt Lake City, Utah, will be part of a two-member panel discussing The Value of Supplementary Plan Options. The 2019 PLANADVISER National Conference (PANC) will take place September 16-18, at the …

Employee Benefits Update Re: Health Plans and HIPPA Violations

Employee Benefits Update Re: Health Plans and HIPPA Violations

Fulcrum Partners Executive Benefits News

This employee benefits update (first published May 2019)  is provided courtesy of Isler Dare PC (www.islerdare.com) and was written by Andrea I. O’Brien, Vi D. Nguyen, Jeanne Floyd, and Ashley F. Hedge. Recent Legal Developments for Employee Benefit Plans Executive Summary Status of Association Health Plans: The Department of Labor will be appealing a federal court decision setting aside most …

Institutional Investors and Stakeholders Helping Drive Gender Parity on Corporate Boards

Institutional Investors and Stakeholders Helping Drive Gender Parity on Corporate Boards

Fulcrum Partners Deferred Compensation News, Executive Benefits News

Every company in the S&P 500 now has a woman on its board of directors. In July, Diane Morefield executive vice president and chief financial officer of real estate investment trust, CyrusOne joined the board of the Dallas-based, online car auction site, Copart. According to Equilar, a research firm that analyzes companies’ boards, women now make up 27% of all board …

World Bicycle Relief Tom Chisholm Fulcrum Partners

Fulcrum Partners Managing Director Tom Chisholm Appointed to Council for World Bicycle Relief

Fulcrum Partners Fulcrum Partners Giving, Fulcrum Partners NEWS

PONTE VEDRA BEACH, FL — (Aug 13, 2019) Fulcrum Partners Managing Director Tom Chisholm has been appointed to serve on the Advisory Council for World Bicycle Relief (WBR). A registered 501(c)(3) global nonprofit organization, World Bicycle Relief builds and distributes specially designed, locally assembled, rugged bicycles. Having delivered over 400,000 Buffalo Bicycles over the last 10 years, WBR has developed …

NQDC for Financial Advisors

NQDC for Financial Advisors Presentation Replay

Fulcrum Partners Deferred Compensation News

Did you miss Fulcrum Partners Managing Director Phil Currie’s presentation on NQDC for Financial Advisors? Here’s our press release about the event to tell you more, plus a link to the slides used in last week’s webinar: Press Release: Fulcrum Partners Managing Director Phil Currie Presenting on Nonqualified Deferred Compensation Slides: NQDC for Financial Advisors Slides Note: This was the …

Nonprofit Organizations: Top 10 Industry Trends

Nonprofit Organizations: Top 10 Industry Trends

Fulcrum Partners Executive Benefits News

Top 10 Trends in the Nonprofit Industry By Laurie De Armond and Adam B. Cole The nonprofit industry is anything but static. With numerous external factors influencing daily operations, we’ve compiled a list of what we see as the top ten trends impacting nonprofit organizations with input from Nonprofit Standards, our third annual benchmarking survey. 1. Navigating Political Uncertainty The current political …

The Wall That Heals, Johns Creedk, GA Fulcrum Partners

Fulcrum Partners Managing Director Steve Broadbent Fund Raising for the Wall That Heals

Fulcrum Partners Fulcrum Partners Giving, Fulcrum Partners Media Release

PONTE VEDRA BEACH, FL — (August 7, 2019) Fulcrum Partners Managing Director Steve Broadbent is raising funds for the installation of a permanent replica of the Vietnam Veterans Memorial Wall. The 250-foot memorial is to be permanently installed in Johns Creek, a suburb of Atlanta, Georgia and will become one of only four Wall replicas outside of Washington, D.C. The …